Investment Research Analyst

Everence Services,; Goshen (IN); On-site; USD 65,000 - 95,000; Full time

Job summary

Everence Services is seeking an Investment Research Analyst to support Fixed Income Portfolio Managers with credit research, quantitative analysis, and sector coverage. The analyst will produce written recommendations, monitor issuers, and assist in equity index fund management.

The role emphasizes financial analysis, collaboration with portfolio teams, and building analytical tools in Excel while gaining exposure to Bloomberg, BondEdge, and Northfield software. CFA candidacy is welcomed.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting or a related field.
• 2+ years of investment-related experience (credit/ equity research or portfolio analytics). CFA being pursued is a plus.
• Proficiency with Excel and MS Office; familiarity with Bloomberg and BondEdge helpful.

Responsibilities

• Produce written credit research and recommendations on bond issuers with financial analysis and relative value comparisons.
• Cover assigned corporate sectors and monitor issuer credit quality and market trends.
• Support equity index fund management with tracking and rebalancing analysis.
• Build and maintain Excel-based models to improve analytical efficiency.
• Develop proficiency with core investment software (Bloomberg, BondEdge, Northfield); some scripting (Python, VBA) is a plus.
• Present research views to Portfolio Managers and participate in team discussions.

Skills

Communication skills

Excel proficiency

Fixed income/credit analysis

Deadline-driven

Team collaboration

Education

Bachelor's degree in Finance

Tools

Bloomberg

BondEdge

Northfield

Python

VBA

Job description

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Investment Research Analyst

Full Time Corporate office, Goshen, IN, US 2 Attachments

2 days ago Requisition ID: 1703

POSITION SUMMARY

The Investment Research Analyst supports Everence's Fixed Income Portfolio Managers through credit research and quantitative analysis and supports the Equity Portfolio Manager on the Praxis domestic equity index funds. The analyst produces written recommendations and analysis that directly inform portfolio decisions and monitors an assigned set of sectors and issuers for the fixed income team on an ongoing basis.

Everence manages the Praxis Funds according to a faith-based, values-driven investment approach. The ideal candidate has a genuine interest in this type of investing and wants their research to shape investment decisions that reflect those values.

RESPONSIBILITIES AND DUTIES

• Produce written credit research and recommendations on assigned bond issuers, including financial analysis, sustainability assessment and relative value comparisons that Fixed Income Portfolio Managers use to make investment decisions.
• Cover an assigned group of corporate sectors within the fixed income portfolios (specific sectors to be assigned based on team need and analyst background), maintaining current views on issuer credit quality, sector trends, and the broader economic outlook, and communicating changes proactively to the Fixed Income team.
• Support the Equity Portfolio Manager in the management of the Praxis domestic equity index funds, including index tracking and rebalancing analysis.
• Build, maintain, and improve Excel-based models and analytical tools used in the investment process, with the goal of improving analytical efficiency and consistency across the team.
• Develop proficiency in the team’s core investment software (Bloomberg, BondEdge, and Northfield optimization); familiarity with basic scripting or data tools (e.g. Python, VBA) is a plus for handling larger datasets.
• Participate in investment team discussions and debates, presenting and defending research views to Portfolio Managers and contributing to group decision-making.
• Travel occasionally (typically 1-3 times per year) to industry conferences and seminars to build investment and technical skills.

QUALIFICATIONS

Education:

Bachelor's degree in Finance, Economics, Accounting or a related field

Experience:

2+ years of investment-related experience (e.g. credit research, equity research, portfolio analytics); candidates actively pursuing the CFA credentials with less experience will also be considered. Prior exposure to SRI/sustainable investing is helpful but not required.

License(s):

CFA Charterholder or active CFA candidate preferred

Skills and Abilities:

• Strong written and verbal communication skills, including the ability to present and defend a research view to Portfolio Managers
• Proficiency in Excel and standard Microsoft Office applications; comfort learning specialized investment platforms (e.g. Bloomberg and BondEdge).
• Solid grasp of fixed income and/or equity fundamentals, including credit analysis and relative value concepts.
• Ability to manage deadline-driven work and adapt quickly to changing market conditions.
• Collaborative mindset that works well with others and actively contributes to internal debate and discussion on investment ideas.

SUPERVISORY RESPONSIBILITIES:

None

SCHEDULE:

Full-time

Attachments (2)

2026 Benefits of working at Everence.pdf